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State Street SPDR Bloomberg High Yield Bond ETF

514 hedge funds and large institutions have $8.14B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 59

16% more capital invested

Capital invested by funds: $7.01B → $8.14B (+$1.13B)

1% more funds holding

Funds holding: 508514 (+6)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 178

9.33% less ownership

Funds ownership: 107.45%98.12% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

62% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $37.2M

Holders
514
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
8.07%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
71
Increased
170
Reduced
178
Closed
59
Calls
$14.3M
Puts
$37.2M
Net Calls
-$22.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$2.4M -$137K -1,496 -5%
SWP
152
Stratos Wealth Partners
Ohio
$2.35M +$1.63M +17,819 +231%
AWM
153
Alterna Wealth Management
Texas
$2.35M
CLOS
154
Compagnie Lombard Odier SCmA
Switzerland
$2.34M +$221K +2,412 +10%
CMF
155
Counterpoint Mutual Funds
California
$2.34M -$24.5K -268 -1%
VC
156
Veery Capital
Delaware
$2.32M -$482K -5,270 -17%
First Trust Advisors
157
First Trust Advisors
Illinois
$2.31M -$21.1K -231 -0.9%
AG
158
Ascent Group
Virginia
$2.27M +$2.04M +22,267 +901%
Lido Advisors
159
Lido Advisors
California
$2.24M -$154K -1,680 -6%
AP
160
Appleton Partners
Massachusetts
$2.23M +$3.39K +37 +0.2%
CA
161
Continuum Advisory
Idaho
$2.23M +$2M +21,890 +943%
AP
162
Agilis Partners
Massachusetts
$2.19M -$22K -240 -1%
HighTower Advisors
163
HighTower Advisors
Illinois
$2.17M -$32.5K -355 -1%
BWM
164
Brown Wealth Management
Illinois
$2.14M +$2.13M +23,214 New
FIM
165
Freedom Investment Management
Connecticut
$2.09M -$95.1K -1,039 -4%
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$2.07M
Walleye Trading
167
Walleye Trading
New York
$2.05M +$553K +6,040 +37%
US Bancorp
168
US Bancorp
Minnesota
$2.05M +$574K +6,274 +39%
PCS
169
Personal CFO Solutions
New Jersey
$2.04M +$1.81M +19,744 +804%
AI
170
AXS Investments
New York
$1.98M +$1.97M +21,500 New
PWM
171
Perigon Wealth Management
California
$1.98M +$769K +8,395 +64%
LAM
172
LifePro Asset Management
California
$1.96M +$1.33M +14,533 +213%
CCA
173
Column Capital Advisors
Indiana
$1.92M +$248K +2,709 +15%
SWP
174
ShoreHaven Wealth Partners
New Jersey
$1.87M -$279K -3,049 -13%
BRWA
175
B. Riley Wealth Advisors
Florida
$1.86M -$164K -1,795 -8%

JNK Hedge Fund Activity: Q2 2023 in Review

514 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q2 2023, worth a combined $8.14B — up 16% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JNK positions and 59 closed out — a net gain of 12 holders — while 170 added to existing stakes and 178 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $724M. The largest seller was Jane Street, cutting an estimated $338M.

  • 514 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q2 2023, up from 508 in Q1 2023.
  • Funds reported $8.14B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q2 2023 and 59 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q2 2023 was Clark Capital Management Group, an estimated $724M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q2 2023 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.